Valeo Financial Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.73M | Buy |
13,898
+283
| +2% | +$34.1K | 0.04% | 211 |
|
|
2026
Q1 | $1.52M | Buy |
13,615
+90
| +0.7% | +$10.6K | 0.04% | 201 |
|
|
2025
Q4 | $1.54M | Sell |
13,525
-959
| -7% | -$110K | 0.03% | 209 |
|
|
2025
Q3 | $1.65M | Buy |
14,484
+1,662
| +13% | +$185K | 0.04% | 198 |
|
|
2025
Q2 | $1.44M | Buy |
12,822
+1,042
| +9% | +$110K | 0.04% | 214 |
|
|
2025
Q1 | $1.18M | Buy |
11,780
+1,251
| +12% | +$128K | 0.03% | 230 |
|
|
2024
Q4 | $1.02M | Sell |
10,529
-916
| -8% | -$93.1K | 0.03% | 262 |
|
|
2024
Q3 | $1.23M | Sell |
11,445
-473
| -4% | -$49.1K | 0.04% | 223 |
|
|
2024
Q2 | $1.22M | Buy |
11,918
+33
| +0.3% | +$3.37K | 0.04% | 206 |
|
|
2024
Q1 | $1.18M | Sell |
11,885
-980
| -8% | -$97.6K | 0.04% | 209 |
|
|
2023
Q4 | $1.25M | Buy |
12,865
+107
| +0.8% | +$9.59K | 0.05% | 196 |
|
|
2023
Q3 | $1.1M | Buy |
12,758
+302
| +2% | +$27.8K | 0.05% | 192 |
|
|
2023
Q2 | $1.19M | Buy |
12,456
+87
| +0.7% | +$8.28K | 0.05% | 184 |
|
|
2023
Q1 | $1.16M | Buy |
12,369
+83
| +0.7% | +$7.46K | 0.06% | 191 |
|
|
2022
Q4 | $1.03M | Buy |
12,286
+8,150
| +197% | +$659K | 0.06% | 185 |
|
|
2022
Q3 | $300K | Buy |
4,136
+338
| +9% | +$27.6K | 0.02% | 343 |
|
|
2022
Q2 | $306K | Buy |
3,798
+1,029
| +37% | +$89.4K | 0.02% | 337 |
|
|
2022
Q1 | $267K | Buy |
+2,769
| New | +$272K | 0.01% | 476 |
|
|
2021
Q2 | – | Sell |
-47,133
| Closed | -$4.74M | – | 874 |
|
|
2021
Q1 | $4.74M | Hold |
47,133
| – | – | 0.22% | 60 |
|
|
2020
Q4 | $4.76M | Buy |
47,133
+45,692
| +3,171% | +$4.32M | 0.24% | 49 |
|
|
2020
Q3 | $130K | Sell |
1,441
-12
| -0.8% | -$1.06K | 0.01% | 417 |
|
|
2020
Q2 | $121K | Buy |
1,453
+12
| +0.8% | +$937 | 0.01% | 445 |
|
|
2020
Q1 | $107K | Sell |
1,441
-297
| -17% | -$24.1K | 0.01% | 410 |
|
|
2019
Q4 | $150K | Buy |
1,738
+200
| +13% | +$16.7K | 0.01% | 375 |
|
|
2019
Q3 | $124K | Hold |
1,538
| – | – | 0.01% | 383 |
|
|
2019
Q2 | $124K | Hold |
1,538
| – | – | 0.01% | 387 |
|
|
2019
Q1 | $119K | Hold |
1,538
| – | – | 0.01% | 377 |
|
|
2018
Q4 | $106K | Hold |
1,538
| – | – | 0.01% | 365 |
|
|
2018
Q3 | $112K | Hold |
1,538
| – | – | 0.02% | 378 |
|
|
2018
Q2 | $121K | Hold |
1,538
| – | – | 0.02% | 369 |
|
|
2018
Q1 | $124K | Buy |
1,538
+453
| +42% | +$37K | 0.02% | 325 |
|
|
2017
Q4 | $88K | Buy |
1,085
+185
| +21% | +$14.7K | 0.01% | 363 |
|
|
2017
Q3 | $70K | Buy |
+900
| New | +$68.2K | 0.02% | 349 |
|
Other funds holding EFG
NAMI
PAS
Valeo Financial Advisors's EFG Position: Q2 2026 in Review
Valeo Financial Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 2.1% in Q2 2026, buying an estimated $34.1K and bringing the position to 13,898 shares worth $1.73M. The position accounts for 0.04% of the portfolio, ranked #211.
Valeo Financial Advisors first reported a position in EFG in Q3 2017 and has held it in 33 quarters since. The position peaked at $4.76M in Q4 2020. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.
- Valeo Financial Advisors held 13,898 shares of iShares MSCI EAFE Growth ETF worth $1.73M as of Q2 2026.
- Valeo Financial Advisors bought 283 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $34.1K.
- iShares MSCI EAFE Growth ETF made up 0.04% of Valeo Financial Advisors's portfolio in Q2 2026, its #211 holding.
- Valeo Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2017 and has held it in 33 quarters since.
- Valeo Financial Advisors's iShares MSCI EAFE Growth ETF position peaked at $4.76M in Q4 2020.
- 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.